Summary

COR Financial Group, a growing multi-state financial services practice with Thrivent is looking for a full-time Relationship Manager in Ann Arbor, MI. Are you a person of high integrity, strong capability, and have a genuine passion to care for others? If so, we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially.

Position Summary:
This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The role supports daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, coordinating marketing efforts for MI office, utilizing proprietary software in support of client relations, and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service, then this role is a great fit for you.

Benefits include: 401k available after 6 months Paid Time Off, Holiday Pay, Medical Benefits (Medical, dental, vision, term life, disability)
Compensation: $20-24/hr dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriatelyHospitality lead for the Ann Arbor office; including meeting and greeting clientsPhysical site manager of the Ann Arbor officeDecorate the office for the holidaysManage the cleaning serviceOversee the snow removal vendor to ensure safety of clients during the winterAssist in scheduling meetings with clients on behalf of the practice’s AdvisorsAssist in coordinating local marketing events and other marketing activity at the direction of the Director of Client ExperienceAttend all local client events greeting clients as they arriveInterface with contacts to coordinate mailings, gifts and other communicationsAssist in coordinating team events & birthday celebrationsPerform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure deliveryUpdate contact management system with client contact and preference informationAssist in preparing file folders for client meetingsSupport Administration Department in obtaining any needs for new businessProvide back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededKeep sales team on track and assist with meeting supportAdditional responsibilities may be assigned in accordance with business needs

Position Qualifications

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products, services, and Thrivent Financial

Competencies

Planning/OrganizingClient FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of COR Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.